Rita Widyaningsih

CAPSTONE PROJECT Data Analytics for Accounting Identifying Top -Performing Companies through Comprehensive Analysis using Power BI: The Basic Step by Rita Widyaningsih 2 My Project Background (Business Problem) Problem How to Solve Incomplete data sources. Not Balance Balance Sheets. So many missing value in selected BS. Add the title with this words: The Basic Step. Didn’t use unbalance balance sheets (3.110 of 17.511 BS). Impute Missing Value, only for reference of choosing 25 top companies (not part of calculation) The Python has not yet installed in my desktop, so python in power BI is inactive. Use Python -Google Colab separately from Power BI, export data to Ms.Excel and then use the excel file in Power BI. Choose Top 3 performing companies: Each person have own decision, whether it is considered safe or risky high gain company . (High risk, high gain). As the same as title and data source, only basic recommendations have been created Add more reason of why I choose the top 3 companies. Suggest also to use : overview) Intermediate and Advance Step (make an 3 Method & Workflow Project Method used Data Preparation: Data Transformation, Basic Financial Analysis (Leverage, Liquidity, CashFlow) Decision: Descriptive statistic with Python, shorten the data (Power BI and Excel) and Chart in Power BI Recommendation: Based on SMART criteria and 4W (What, Why, When, Which) 1H (How) Workflow Preprocessing analyzed data (csv) to be Determine top 3 companies from based on available data from Narasio (Balance Sheet &CashFlow ) D e t e rm in e b e s t d a t a -d rive n re c o m m e n d a t io n Review data (1 st EDA) in Excel and Data Transformation using Power BI (power query, power pivot and python are included). 2nd EDA in Power BI: Financial Ratios.       St a t is t ic D e s c rip t ive u s in g P yt h o n Us e 10 0 o f t o p h e a lt h y fin a n c e (D AX-P o w e r BI) Se e t h e g ro w t h o f t h e h e a lt h y c o m p a n ie s (c h a rt -P o w e r BI) d fBS1: 14 t o p fin a n c ia l g ro w t h : s a fe c o m p a n y (p yt h o n ) d fCF: 14 t o p Tre n d o f O p e ra t in g ,Fin a n c in g &In ve s t in g Ca s h Flo w Me rg e d fBS1 a n d d fCF t h e n c h o o s e t o p 3. (vis u a liza t io n in p o w e r BI) Ma t c h in g t h e Co m p re h e n s ive D a t a An a lys is w it h SMART c rit e ria [SMART: Sp e c ific , Me a s u ra b le , Ac h ie va b le , Re le va n t a n d re a lis t ic Tim e fra m e ] , fin d re s u lt a n d m a k e re c o m m e n d a t io n 4 Demo Time! 5 Top 3 of 4424 Companies, Analysis and Recomendation 12 Result of Project and Recommendations  3 Top performing companies has been analyzed and match with SMART criteria therefore questions of 4W dan 1H can be explained.  Fulfil 30% analysis (100% basic analysis) Step 100% Analysis for Stock % Investment Basic Intermed iate Advance Liquidity and Golden Rule done 10% Leverage done 10% CashFlow Analysis, CF Trend done 10% Investor Ratio, Profitability, Activity and Contribution Ratio 20% Technical Analysis (price trend) 20% Macro Economic Analysis 30% Recommendation: Better data source better analysis, so ensure our data sources are accurate and complete. Balance Sheet and Cashflow are very important data for financial analysis, so always use them as in the basic step Use such the above 3 top performing companies analysis & recommendation as for your decision making. See my intermediate and advance step of data analytics in accounting  13 >>> Th a n k Yo u !